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Settlement Specialist
Settlement SpecialistCORD Financial Services LLC • Temple, Texas, United States, 76504
Settlement Specialist

Settlement Specialist

CORD Financial Services LLC • Temple, Texas, United States, 76504
6 days ago
Job type
  • Full-time
Job description

About CORD Financial Services LLC

In 2001, CORD Financial Services was founded by The FIKES Companies. With a small staff and hard work, CORD quickly gained success in central Texas. Through steady growth in every year of its operations, CORD Financial Services is now an award-winning ATM Independent Sales Organization (ISO). The company is recognized for excellence in providing a variety of ATM Services such as full-service ATM placements, cash management, transaction processing, merchant services, ATM Sales, Parts Sales, and outstanding 24 / 7 customer and technical support. With offices in Temple, TX, Lewisvlle, TX, Ft. Walton Beach, FL, Clearwater, FL, and Fitzgerald, GA, CORD Financial Services is proud to be your ultimate resource for your ATM and merchant service's needs.

The Settlement Specialist plays a key role in the onboarding and management of Customers and their ATM's. This includes ensuring that all required paperwork is received, setting up ATM profiles on the processor website, and then entering the ATM profile into the ATM Software System. The specialist must ensure that data is processed timely, accurately, and complete, monitor and resolve discrepancies, liaise with various stakeholders, and maintain records for audits and reporting.

General Responsibilities :

  • Onboarding New Customers :

Reviews and interprets contractual information received from customers.

  • Ensures paperwork received is accurate and complete.
  • Enter all necessary data into the software to onboard the Customer.
  • ATM Terminal Setups :

    • Receives and reviews instructions from Customers for onboarding of new terminals.

  • Ensures paperwork received is accurate and complete.
  • Uses the Processor portal to create the terminal profile.
  • Enters the new terminal profile into the ATM Management Software
  • ATM Terminal Changes :

    • Receives and reviews instructions from Customers to change existing terminal profiles.

  • Ensures paperwork received is accurate and complete.
  • Uses the Processor portal to make the changes to the terminal profile.
  • Enters the new terminal profile into the ATM Management Software
  • Stakeholder Coordination :

    • Works closely with internal teams (finance, operations, customer service) and external partners (processors) to facilitate settlement operations.

  • Data & Record Management :

    • Maintains accurate and organized records of customer and settlement data.

  • Prepares data for financial audits and regulatory reviews.

    • Qualifications :

    Associate degree in Accounting, Finance, Business or equivalent experience. Two years experience in a detail oriented, data entry position such as settlement processing, banking operations or medical billing strongly preferred. Strong attention to detail, problem-solving skills, intermediate skills in Excel and strong communication skills to manage stakeholder relationships is required. Knowledge of the ATM industry is a plus.

    CORD Financial Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, veteran status, and disability, or any other legally protected basis, in accordance with applicable federal, state, and local law.

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    Settlement Specialist • Temple, Texas, United States, 76504